Iamgold (NYSE: IAG) (Seite 94)
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ISIN: CA4509131088 · WKN: 899657 · Symbol: IMG
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Antwort auf Beitrag Nr.: 55.416.074 von goldfinger69 am 28.07.17 21:03:03
https://seekingalpha.com/article/4091965-iamgold-corporation…
https://seekingalpha.com/article/4091965-iamgold-corporation…
IAMGOLD-Aktie: beachtlicher Turnaround! - Aktienanalyse
28.07.17 17:26
Canaccord Genuity
Vancouver (www.aktiencheck.de) - IAMGOLD-Aktienanalyse von Analyst Tony Lesiak von Canaccord Genuity:
Der Aktienanalyst Tony Lesiak von Canaccord Genuity empfiehlt laut einer Aktienanalyse die Aktien des Goldminen-Betreibers IAMGOLD Corp. (ISIN: CA4509131088, WKN: 899657, Ticker Symbol: IAL, NYSE Euronext-Ticker-Symbol: IAG) weiterhin zu kaufen.
IAMGOLD Corp. habe einen signifikanten Reserveanstieg bei der Rosebel-Mine in Surinam angekündigt. Damit verlängere sich die Betriebsdauer der Mine effektiv bis 2028. Eine weitere Ausdehnung des Minenlebens könne aber erwartet werden.
Als Ergebnis der neuen Reserven und längeren Betriebsdauer gehe IAMGOLD davon aus, dass die Gesamtkosten um rund 40 USD pro Unze steigen würden. Nichtsdestotrotz dürfte die Rosebel-Mine über die gesamte Betriebsdauer hinweg Cash flow-positiv arbeiten.
Die Analysten von Canaccord Genuity erhöhen ihre NAV-Prognose für die Rosebel-Mine um 12% auf rund 1,2 Mrd. USD. Für ein Asset welches noch vor wenigen Jahren Cash flow-Probleme gehabt habe, sei dies ein beachtlicher Turnaround, so der Analyst Tony Lesiak.
Die Aktienanalysten von Canaccord Genuity stufen in ihrer IAMGOLD-Aktienanalyse den Titel unverändert mit "buy" ein und erhöhen das Kursziel von 9,25 auf 9,50 CAD.
28.07.17 17:26
Canaccord Genuity
Vancouver (www.aktiencheck.de) - IAMGOLD-Aktienanalyse von Analyst Tony Lesiak von Canaccord Genuity:
Der Aktienanalyst Tony Lesiak von Canaccord Genuity empfiehlt laut einer Aktienanalyse die Aktien des Goldminen-Betreibers IAMGOLD Corp. (ISIN: CA4509131088, WKN: 899657, Ticker Symbol: IAL, NYSE Euronext-Ticker-Symbol: IAG) weiterhin zu kaufen.
IAMGOLD Corp. habe einen signifikanten Reserveanstieg bei der Rosebel-Mine in Surinam angekündigt. Damit verlängere sich die Betriebsdauer der Mine effektiv bis 2028. Eine weitere Ausdehnung des Minenlebens könne aber erwartet werden.
Als Ergebnis der neuen Reserven und längeren Betriebsdauer gehe IAMGOLD davon aus, dass die Gesamtkosten um rund 40 USD pro Unze steigen würden. Nichtsdestotrotz dürfte die Rosebel-Mine über die gesamte Betriebsdauer hinweg Cash flow-positiv arbeiten.
Die Analysten von Canaccord Genuity erhöhen ihre NAV-Prognose für die Rosebel-Mine um 12% auf rund 1,2 Mrd. USD. Für ein Asset welches noch vor wenigen Jahren Cash flow-Probleme gehabt habe, sei dies ein beachtlicher Turnaround, so der Analyst Tony Lesiak.
Die Aktienanalysten von Canaccord Genuity stufen in ihrer IAMGOLD-Aktienanalyse den Titel unverändert mit "buy" ein und erhöhen das Kursziel von 9,25 auf 9,50 CAD.
Dem Kurs verleiht es allerdings keine Flügel.
Der Goldpreis steigt wieder etwas doch den Goldaktien ist es völlig egal, doch fällt der Goldpreis wird mit Vollgas hinterher geeifert.
Der Goldpreis steigt wieder etwas doch den Goldaktien ist es völlig egal, doch fällt der Goldpreis wird mit Vollgas hinterher geeifert.
Na, geht doch....Sollte uns -trotz Goldchartflaute- wieder in den Sulky helfen:
"...IAMGOLD Reports Further High Grade Results from the Monster Lake Project, Quebec
IAMGOLD Corporation ("IAMGOLD" or the "Company") today provided the remaining assay results from the winter 2017 drilling program completed at its Monster Lake joint venture project located 50 kilometres southwest of Chibougamau, Quebec, Canada. The company is reporting the assay results from the final fourteen drill holes, totaling just over 5,400 metres, from a total of 25 diamond drill holes, totaling 10,657 metres, completed this past winter.
The assay results are provided in Table 1 below and include the following highlights:
(A drill hole plan map and longitudinal sections are attached to this news release.)
Monster Lake Shear Zone, Megane Zone and Annie Shear Zone:
◾Drill hole ML17-197: 3.5 metres grading 67.42 g/t gold
◾Includes: 1.2 metres grading 203.31 g/t gold
◾Drill hole ML17-198B: 5.0 metres grading 80.28 g/t gold
◾Includes: 1.8 metres grading 208.41 g/t gold
Lower Shear Zone:
◾Drill hole ML17-199: 1.6 metres grading 39.48 g/t gold
◾Includes: 0.9 metres grading 66.50 g/t gold
The 2017 winter drilling program was designed to target high potential areas along the 3-kilometre trend of the Monster Lake Structural Corridor ("MLSC") and associated shear zones to improve confidence and expand known zones of mineralization, as well as better define more recent discoveries such as the new zone located 200 to 400 metres to the north of the Megane Zone, as well as mineralization discovered within a parallel structure, the Lower Shear Zone, that has returned encouraging initial results. Interpretation of the structural setting suggests favourable potential for the occurrence of additional mineralized shoots along this major structural corridor.
The results from this drilling program have demonstrated continuity of very high grades of mineralization associated with the Megane Zone where tested with infill diamond drill holes. They have also extended mineralization in the northern part of the mineralized shoot with positive results obtained from holes ML17-197 and ML17-201B. As well, new areas of mineralization to the north of the Megane Zone, which appear to be associated with multiple mineralized shear zones, will require further drill testing to evaluate the potential of this area. The most recent assay results received from drill holes intersecting the Lower Zone hosted in a parallel shear zone northwest of the Megane Zone are also considered encouraging and include hole ML-17-191 which intersected 85.27 g/t Au over 1.8 metres (see press release dated May 11, 2017) and hole ML-17-199 which intersected 39.48 g/t Au over 1. 6 metres.
Craig MacDougall, Senior Vice President, Exploration for IAMGOLD, stated: "With all assay results now in hand from our winter campaign, we are working to revise the deposit model to better understand the resource potential of the Megane Zone. Importantly, the drilling program has continued to identify new areas of gold mineralization along the main shear and associated with parallel structures, again reinforcing our view of the favourable potential for the discovery of additional mineralized zones."
Next Steps
In the coming weeks, a 1,600 metre diamond drilling program is planned to test the gold bearing structures from areas accessible in the summer season. The program will specifically target the Lower zone as well as complete additional infill holes at the Megane zone. The results will be incorporated into the deposit model and may lead to the completion of an initial mineral resource estimate by yearend. Further drilling will be required to evaluate the potential of the new mineralized areas and are scheduled for next winter.
About the Monster Lake Project
The Monster Lake project is underlain by Archean volcanic rocks of the Obatogamau Formation and is traversed by an important deformation corridor and associated gold-bearing mineralized structures. Historical drilling and exploration by TomaGold Corp. ("TomaGold') have identified a four-kilometre long structural corridor, along which most of the known gold occurrences discovered to date on the property are associated, including the Megane Zone.
IAMGOLD holds a 50% interest in the Monster Lake project. Pursuant to an earn-in option agreement with TomaGold amended on October 30, 2015, IAMGOLD holds an option to earn a further 25% undivided interest, for a total 75% undivided interest in the project, should it spend a further C$10.0 million on the project within a seven-year period, beginning January 1, 2015. Should a development decision be made by the joint venture, or should the joint venture declare commercial production, TomaGold would be entitled to a further C$1.0 million payment. IAMGOLD has completed its first year commitment under the terms of the amended option earn in agreement.
Technical Information and Quality Control Notes
The drilling results contained in this news release have been prepared in accordance with National Instrument 43-101 Standards of Disclosure for Mineral Projects ("NI 43-101").
The "Qualified Person" responsible for the supervision of the preparation and review of this information is Marie-France Bugnon, P. Geo., General Manager Exploration. Marie-France is considered a "Qualified Person" for the purposes of National Instrument 43-101 with respect to the technical information being reported on. The technical information has been included herein with the consent and prior review of the above noted Qualified Person. The Qualified person has verified the data disclosed, and data underlying the information or opinions contained herein.
The sampling of, and assay data from, drill core is monitored through the implementation of a quality assurance - quality control (QA-QC) program designed to follow industry best practice. Drill core (NQ size) samples are selected by the IAMGOLD geologists and sawn in half with a diamond saw at the project site. Half of the core is retained at the site for reference purposes. Sample intervals may vary from half a metre to one and a half metres in length depending on the geological observations.
Samples are transported in sealed bags to ALS Minerals Laboratory located in Val-d'Or, Québec. Samples are coarse crushed to a -10 mesh and then a 1000 gram split is pulverized to 95% passing -150 mesh. ALS Minerals processes analytical pulps directly at their facilities located in Val-d'Or which is ISO / IEC 17025 certified by the Standards Council of Canada. Samples are analyzed using a standard fire assay with a 50 gram charge with an Atomic Absorption (AA) finish. For samples that return assay values over 5.0 grams per tonne (g/t), another pulp is taken and fire assayed with a gravimetric finish. Core samples showing visible gold or samples which have returned values greater than 10.0 g/t are re-analyzed by pulp metallic analysis. IAMGOLD inserts blanks and certified reference standard in the sample sequence for quality control...."
Quelle: 13:00 Uhr / 06.07.2017 / Goldseiten.de
"...IAMGOLD Reports Further High Grade Results from the Monster Lake Project, Quebec
IAMGOLD Corporation ("IAMGOLD" or the "Company") today provided the remaining assay results from the winter 2017 drilling program completed at its Monster Lake joint venture project located 50 kilometres southwest of Chibougamau, Quebec, Canada. The company is reporting the assay results from the final fourteen drill holes, totaling just over 5,400 metres, from a total of 25 diamond drill holes, totaling 10,657 metres, completed this past winter.
The assay results are provided in Table 1 below and include the following highlights:
(A drill hole plan map and longitudinal sections are attached to this news release.)
Monster Lake Shear Zone, Megane Zone and Annie Shear Zone:
◾Drill hole ML17-197: 3.5 metres grading 67.42 g/t gold
◾Includes: 1.2 metres grading 203.31 g/t gold
◾Drill hole ML17-198B: 5.0 metres grading 80.28 g/t gold
◾Includes: 1.8 metres grading 208.41 g/t gold
Lower Shear Zone:
◾Drill hole ML17-199: 1.6 metres grading 39.48 g/t gold
◾Includes: 0.9 metres grading 66.50 g/t gold
The 2017 winter drilling program was designed to target high potential areas along the 3-kilometre trend of the Monster Lake Structural Corridor ("MLSC") and associated shear zones to improve confidence and expand known zones of mineralization, as well as better define more recent discoveries such as the new zone located 200 to 400 metres to the north of the Megane Zone, as well as mineralization discovered within a parallel structure, the Lower Shear Zone, that has returned encouraging initial results. Interpretation of the structural setting suggests favourable potential for the occurrence of additional mineralized shoots along this major structural corridor.
The results from this drilling program have demonstrated continuity of very high grades of mineralization associated with the Megane Zone where tested with infill diamond drill holes. They have also extended mineralization in the northern part of the mineralized shoot with positive results obtained from holes ML17-197 and ML17-201B. As well, new areas of mineralization to the north of the Megane Zone, which appear to be associated with multiple mineralized shear zones, will require further drill testing to evaluate the potential of this area. The most recent assay results received from drill holes intersecting the Lower Zone hosted in a parallel shear zone northwest of the Megane Zone are also considered encouraging and include hole ML-17-191 which intersected 85.27 g/t Au over 1.8 metres (see press release dated May 11, 2017) and hole ML-17-199 which intersected 39.48 g/t Au over 1. 6 metres.
Craig MacDougall, Senior Vice President, Exploration for IAMGOLD, stated: "With all assay results now in hand from our winter campaign, we are working to revise the deposit model to better understand the resource potential of the Megane Zone. Importantly, the drilling program has continued to identify new areas of gold mineralization along the main shear and associated with parallel structures, again reinforcing our view of the favourable potential for the discovery of additional mineralized zones."
Next Steps
In the coming weeks, a 1,600 metre diamond drilling program is planned to test the gold bearing structures from areas accessible in the summer season. The program will specifically target the Lower zone as well as complete additional infill holes at the Megane zone. The results will be incorporated into the deposit model and may lead to the completion of an initial mineral resource estimate by yearend. Further drilling will be required to evaluate the potential of the new mineralized areas and are scheduled for next winter.
About the Monster Lake Project
The Monster Lake project is underlain by Archean volcanic rocks of the Obatogamau Formation and is traversed by an important deformation corridor and associated gold-bearing mineralized structures. Historical drilling and exploration by TomaGold Corp. ("TomaGold') have identified a four-kilometre long structural corridor, along which most of the known gold occurrences discovered to date on the property are associated, including the Megane Zone.
IAMGOLD holds a 50% interest in the Monster Lake project. Pursuant to an earn-in option agreement with TomaGold amended on October 30, 2015, IAMGOLD holds an option to earn a further 25% undivided interest, for a total 75% undivided interest in the project, should it spend a further C$10.0 million on the project within a seven-year period, beginning January 1, 2015. Should a development decision be made by the joint venture, or should the joint venture declare commercial production, TomaGold would be entitled to a further C$1.0 million payment. IAMGOLD has completed its first year commitment under the terms of the amended option earn in agreement.
Technical Information and Quality Control Notes
The drilling results contained in this news release have been prepared in accordance with National Instrument 43-101 Standards of Disclosure for Mineral Projects ("NI 43-101").
The "Qualified Person" responsible for the supervision of the preparation and review of this information is Marie-France Bugnon, P. Geo., General Manager Exploration. Marie-France is considered a "Qualified Person" for the purposes of National Instrument 43-101 with respect to the technical information being reported on. The technical information has been included herein with the consent and prior review of the above noted Qualified Person. The Qualified person has verified the data disclosed, and data underlying the information or opinions contained herein.
The sampling of, and assay data from, drill core is monitored through the implementation of a quality assurance - quality control (QA-QC) program designed to follow industry best practice. Drill core (NQ size) samples are selected by the IAMGOLD geologists and sawn in half with a diamond saw at the project site. Half of the core is retained at the site for reference purposes. Sample intervals may vary from half a metre to one and a half metres in length depending on the geological observations.
Samples are transported in sealed bags to ALS Minerals Laboratory located in Val-d'Or, Québec. Samples are coarse crushed to a -10 mesh and then a 1000 gram split is pulverized to 95% passing -150 mesh. ALS Minerals processes analytical pulps directly at their facilities located in Val-d'Or which is ISO / IEC 17025 certified by the Standards Council of Canada. Samples are analyzed using a standard fire assay with a 50 gram charge with an Atomic Absorption (AA) finish. For samples that return assay values over 5.0 grams per tonne (g/t), another pulp is taken and fire assayed with a gravimetric finish. Core samples showing visible gold or samples which have returned values greater than 10.0 g/t are re-analyzed by pulp metallic analysis. IAMGOLD inserts blanks and certified reference standard in the sample sequence for quality control...."
Quelle: 13:00 Uhr / 06.07.2017 / Goldseiten.de
Antwort auf Beitrag Nr.: 55.195.956 von faultcode am 24.06.17 03:18:34Naja ich weiß ja nicht... Finde die Argumentation sehr dünn!!!
Wenn eine Aktie sich dem Trend seinem zugehörigen Sektor wiedersetzt, dann ist das ein Zeichen der Stärke und nicht der Schwäche!
Natürlich kann es sein, dass die Aktie nun etwas zurück kommt und ein paar Prozent korrigiert, jetzt aber anzunehmen, dass alles zurückgehandelt wird ist fundamental nicht zu rechtfertigen.
Kann mir auch gut vorstellen, dass wir noch bis 7,5 CAN Dollar gehen und dann korrigieren.
=>Korrektur (10-15%)
Dann neuer Anlauf auf die 3 Jahreshochs, anschließend Ende 2017/Anfang 2018 bei 9-10CAN Dollar.
Projektion der 1 jährigen Seitwärtsbewegung nach oben. ( unter steigendem Goldpreis =>1300-1400USD)
Wenn eine Aktie sich dem Trend seinem zugehörigen Sektor wiedersetzt, dann ist das ein Zeichen der Stärke und nicht der Schwäche!
Natürlich kann es sein, dass die Aktie nun etwas zurück kommt und ein paar Prozent korrigiert, jetzt aber anzunehmen, dass alles zurückgehandelt wird ist fundamental nicht zu rechtfertigen.
Kann mir auch gut vorstellen, dass wir noch bis 7,5 CAN Dollar gehen und dann korrigieren.
=>Korrektur (10-15%)
Dann neuer Anlauf auf die 3 Jahreshochs, anschließend Ende 2017/Anfang 2018 bei 9-10CAN Dollar.
Projektion der 1 jährigen Seitwärtsbewegung nach oben. ( unter steigendem Goldpreis =>1300-1400USD)
Trading Spotlight
Robert Schröder hat sich skeptisch zu IAG geäussert
Erst kürzlich: http://www.goldseiten.de/artikel/336164--IAMGold---Baerensta…=> Im Rahmen derer ist es jetzt recht wahrscheinlich, dass der gesamte Anstieg seit Herbst 2016 in den nächsten Wochen nahezu komplett zunichte gemacht werden wird.
Was bedeutet beim Autor "recht wahrscheinlich"? 80% ?
So wie ich Robert Schröder allerdings einschätze...
https://www.wikifolio.com/de/de/w/wfgegdstro
https://www.wikifolio.com/de/de/w/wfaktallin
..wird es mit dem EW-"C" im Juli 2017 eher schwierig werden.
=> schau'n mer mal...
Antwort auf Beitrag Nr.: 55.175.243 von faultcode am 21.06.17 00:44:33
http://www.tradesignalonline.com/ext/edt.ashx/wo/C6C8E4E5-76…
20.6., neue Präsentation
hier: http://s1.q4cdn.com/766430901/files/doc_presentations/2017/0…=> Ziel:
1m oz. p.a. @ AISC USD900..950 by 2020 (on an attributable basis)
=> ist realistisch mMn vom jetzigen Produktions- und Kostenniveau aus (und Goldpreis unverändert).
Die Kosten werden aber nicht mehr spürbar sinken: AISC 2017Q1: USD992
=> (950 - 992) / 992 = -4%
Ist nun nicht so der Brüller; vielleicht aber ehrlich. Kommt auch auf die lokalen Inflationen und v.a. die zukünftigen Wechselkurse bis 2020 an.
=> d.h. auf der Kostenseite an sich sollte halbwegs Ruhe herrschen. Rest muss Gold und das Monetäre machen.
Reichlich Geld ist ja nun auch da, siehe oben => US$679 million (*) in accessible cash & cash equivalents => bei 454.4m common shares (2017-02) => USD1.5/share
Obacht: auch IAG hat immer noch leichte "Goldminer-Schwindsucht": laufend werden Stock options in Common shares gewandelt.
Ich werde bis heute nicht verstehen, warum die Grossaktionäre da immer mitmachen. Die sollen bei so viel Cash diese Aktien vom Markt zurückkaufen. Irgendwie ist das in der Goldminer-DNA...
(*) 2 Wörter zur Vorsicht bei IAG:
(a) IAG ist zwar ein kanadisches Unternehmen (Sitz und Steuer), rapportiert aber massgeblich in USD, v.a. in Präsentationen. Der letzte Jahresbericht weist allerdings über 40 x das Wort "Canadian" auf. Man muss im Zweifelsfall 2 oder 3 x hingucken.
(b) IAG hat viele JV's. Man muss bei den Reserves and Resources sehr genau hinschauen was wirklich IAG gehört. Da gibt es mMn verwirrende Zahlenwerte zu "IAMGOLD Consolidated" auf "100% Basis". Habe ich nicht verstanden und will auch keine 45min dafür aufbringen (mit Excel nachrechnen etc.). Hier gibt es 12 Randbedingungen für eine kleine Tabellle!
=> ich gucker immer nur "Attributable Basis" und/oder "IAMGOLD Consolidated"
__
Weil's so schön ist, das 1.Slide:
Antwort auf Beitrag Nr.: 55.175.102 von faultcode am 20.06.17 23:37:45
..durch den 30%-Anteilsverkauf am Côté Gold Project/ON an Sumitomo Metal Mining Co. (30%-SMM/70%-IAG JV)
falsch
richtig:..durch den 30%-Anteilsverkauf am Côté Gold Project/ON an Sumitomo Metal Mining Co. (30%-SMM/70%-IAG JV)
Company's liquidity now exceeds $1 billion..
..durch den 70%-Anteilsverkauf am Côté Gold Project/ON an Sumitomo Metal Mining Co. (30%/70% JV)aus: http://www.iamgold.com/English/investors/news-releases/news-…
Heute gegen den schwachen Gold- und Goldminentrend +1.4% im Plus.
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